Financial Modelling for NFP Boards

Financial modelling is no longer just a back-office function—or a luxury reserved for large corporates. It’s a strategic tool that helps not-for-profit boards make confident, future-focused decisions. With a range of low-cost and even free tools now available, financial modelling is more accessible than ever. In this session, Chartered Accountant Brendan Lucas draws on his experience at PwC and over a decade working with NFPs to demystify financial modelling for boards and executive leaders.

You’ll Learn How To:

• Understand what financial modelling is (and isn’t)
• Identify when your organisation needs a model
• Choose the right tools—even if you’re not a spreadsheet expert
• Know what to ask your CEO or CFO when reviewing models
• Spot common modelling pitfalls that can trip up even the best-intentioned plans
• Use real-world examples to connect modelling with strategic decision-making

Whether you’re navigating funding uncertainty, planning growth, or stress-testing your sustainability, this webinar will equip you with the insights to use modelling as a powerful governance and planning tool.

About the Presenter

Brendan Lucas is a Chartered Accountant with over two decades of experience across commercial and not-for-profit sectors. His early career at PwC saw him advising private business owners on complex tax and strategic matters, before shifting focus to the unique needs of the NFP landscape. As the founder of Next Dimension Accounting, Brendan partners with mission-driven organisations to enhance financial clarity, build sustainable models, and support confident decision-making. He is known for translating financial complexity into actionable insights—especially for boards and executives navigating growth, funding transitions, or structural change. Brendan combines sharp analytical skills with a deep understanding of NFP dynamics and technology. His passion lies in helping organisations embed financial modelling into governance and planning—not just as a compliance tool, but as a catalyst for impact and resilience.

Pricing

Included when you join BoardWise.
(Plus ongoing access to the webinar, on BoardWise, for as long as you are a member)